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Perry Dufresne Chfc®


Private Wealth Manager at Creative Planning
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Perry Dufresne Chfc®'s Contact Information

Email (work) ***** keystonewealthpartners.com
LinkedIn URL linkedin.com/in/pcen ydsor
Tel. (Company) +1 913-338-XXXX
Company Creative Planning
Residence United States, Kansas, Overland Park
Last updated 2024-08-12
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Owners & Partners are responsible for running businesses according to established policies while taking into account legal obligations as well as economic conditions.
Other job titles include Business Operator or Entrepreneur.
Grow your business with confidence: Make the right connections to owners and partners in order to establish a profitable business model that takes into account both long-term growth potentials and short-term needs.
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Perry Chfc®'s current details

Current Title
Private Wealth Manager
Type of Role
Owner & Partner
 just 4% from United States work as a Owner & Partner
Job functions
Entrepreneurship
Job Seniority
Owner
  5% from United States are employed in Owner
Current Industry
Financial Serviccen soredcen sor edcensored censoredc
Location
United States, Kansas, Overland Park
Experience (tracked since 2005)
▪ c ensore experience at Creative Planning
▪ c ensore experience as Private Wealth Manager
Work-life tracked since 2005
Perry Chfc® had a total of X different roles since 2005
Skills & Expertise
▪ Bloomberg
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    23 more skills ...
Hobbies & Interests
▪ Missio Dei Communities


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Company "Creative Planning"

Company name
Creative Planning
Company size
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Year Founded
1983
Website
https://creativeplanning.com
Linkedin Profile
https://linkedin.com/company/creacen nning-sor
Industrial Field
Financial Services, Banking, and Investment Solutions
Headquarter
United States, Kansas, Overland Park
Full Company Profile
Creative Planning

Perry Dufresne Chfc®'s Work History
data available since 2005

  • 2024 (6 months)
    Creative Planning
    United States
    Private Wealth Manager
    Financial Services, Banking, and Investment Solutions
    Creative Planning
    https://linkedin.com/company/creative-planning-inc-
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Perry Chfc®'s Professional Experience


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Perry Dufresne Chfc®'s Education

  • - University of censored censo
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Frequently asked questions

What company does Perry Chfc® work for?
Perry Chfc® is working for Creative Planning
What is Perry Chfc®'s title at Creative Planning?
Perry's title is , Private Wealth Manager
What is Perry Chfc®'s Seniority at Creative Planning?
Perry Chfc® has been with Creative Planning for 6 months and is in Owner
For how long is Perry Chfc® working as a Private Wealth Manager?
Perry Chfc® has 6 months experience as Private Wealth Manager.
What are Perry Chfc®'s functions as a Private Wealth Manager ?
Perry Chfc® is responsible for Entrepreneurshcen soredcenso
What is Perry Chfc®'s company phone number?
Perry Chfc®'s company phone number is +1 913-338-****
What is Perry Chfc®'s email contact?
Perry Chfc®'s email address is *****@keystonewealthpartners.com
Which education does Perry Chfc® have?
Perry Chfc® has a Phd degree from Ucensoredc en soredcen sored.

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